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zackrcheng / alt-data-consumer-signals

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Multi-pillar L/S equity research on DoorDash (DASH): alt-data signals → GOV surprise forecast → revenue / contribution-margin / EBITDA chain → CAR event study. Pre-registered Q1 2026 prediction.

uber scikit-learn pandas lasso statsmodels instacart ridge event-study doordash food-delivery wrds ubereats quantitative-research equity-research walk-forward-validation long-short-equity alt-data consumer-discretionary pre-registered-research
  • Updated May 8, 2026
  • Jupyter Notebook

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